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Small Business Succession Planning

Jeremy Finger, certified financial planner with Riverbend Wealth Management in Myrtle Beach, SC
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Jeremy Finger, certified financial planner with Riverbend Wealth Management in Myrtle Beach, SC

Most small business owners plan to exit their business eventually, in one form or another. Maybe it involves family succession or maybe it’s just an outright sale. But either way, our next guest says having an exit plan from the very beginning is a wise idea. Mike Switzer interviews Jeremy Finger, a certified financial planner with Riverbend Wealth Management in Myrtle Beach, S.C.

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After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.